# HERMOSA WEALTH MANAGEMENT

HERMOSA WEALTH MANAGEMENT of HERMOSA BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 310771
- Type: SEC-registered investment adviser
- Location: 2447 PACIFIC COAST HIGHWAY, HERMOSA BEACH, CA, 90254
- Phone: (310) 870-8400
- Latest filing: 2026-05-21
- Regulatory AUM: $28.9M
- Discretionary AUM: $28.9M
- Clients: 2
- Accounts: 165

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310771/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310771/similar
- Related entities: https://search.stillhousedata.com/firm/310771/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310771

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.